Westpeak Global Advisors, L.P. (Boulder)


Westpeak Global Advisors, L.P. is an adviser based in Boulder. It manages $6.08 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Colorado.

Westpeak Global Advisors provides portfolio management for investment companies and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Westpeak Global Advisors: assets under management

The assets under management (AUM) of Westpeak Global Advisors, L.P. is $6.08 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -100% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $6.08 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $6.08 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Westpeak Global Advisors, L.P. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Westpeak Global Advisors, L.P.

Peter Stuart Voss has been acting as President since 1 Sep 1993. Leigh Sneddon has served as the Chief Investment Officer since 1 Mar 2006 and Antwine Jefferson is the Chief Executive Officer of Westpeak Global Advisors, L.P. family office. Ingrid Chan Hanson joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Peter Stuart Voss Director 1 Sep 1993 Other 2322527
Sherry Ann Umberfield Director 1 Sep 1993 Other 1246173
Inc. Westpeak Investment Advisors General partner 1 Sep 1993 Other 04-3200226
L.P. Cdc Ixis Asset Management North America Limited partner 1 Sep 1993 75% - 100% 04-3398261
L.P. (Cdciamna) (Formerly Nvest Companies L.P.) Cdc Ixis Asset Management North America Limited partner of applicant 1 Sep 1993 75% - 100% 04-3398261
L.P. (Cdciamna) Cdc Ixis Asset Management North America Limited partner of applicant 1 Sep 1993 75% - 100% 04-3398261
L.P. (Ixis Amna) Ixis Asset Management North America Limited partner of applicant 1 Sep 1993 75% - 100% 04-3398261
L.P. (Formerly Ixis Asset Management North America L.P. (Ixis Am Usg) Ixis Asset Management Us Group Limited partner of applicant 1 Sep 1993 75% - 100% 04-3398261
L.P. (Ixis Am Usg) Ixis Asset Management Us Group Limited partner of applicant 1 Aug 1994 75% - 100% 04-3398261
L.P. (Ngamlp) Natixis Global Asset Management Limited partner of applicant 1 Aug 1994 75% - 100% 04-3398261
Gerald Hayes Scriver Director, president and chief executive officer 1 Jul 2001 Other 1973897
Robert Alan Franz Director, principal, chief investment officer 1 Jul 2001 Other 1973895
Antwine Jefferson Director, principal, global marketing and client service 1 Jul 2001 Other 1022579
Deborah Ann Gamel Principal, chief financial officer 1 Jul 2001 Other 2634232
Eddie Stanton Claunch Principal, chief administrative officer, compliance officer 1 Jul 2001 Other 48146
Jeffrey Alan Schilling Principal, chief technology officer 1 Jul 2001 Other 4422114
Edward Stanton Claunch Principal, chief administrative officer; compliance officer 1 Jul 2001 Other 48146
Beverly M. Bearden Director 1 Oct 2001 Other 4473184
Stephen Christopher Platt Senior vice president, director of portfolio management 1 Jan 2002 Other 5655171
Edward Stanton Claunch Chief compliance officer 1 Jul 2004 Other 48146
Antwine Jefferson Chief executive officer 1 Mar 2006 Other 1022579
Eric David Krawetz Chief administrative officer 1 Mar 2006 Other 5117218
Leigh Sneddon Chief investment officer 1 Mar 2006 Other 5117228
Khalid Ghayur Chief executive officer; chief investment officer 1 Sep 2007 Other 5432000
Ronan Gerard Heaney Director of research 1 Feb 2008 25% - 50% 5880801
Andrew Wen Chuan Lo Executive vice president, chief scientific officer 1 Nov 2008 Other 2836056
Jeremiah Harrison Chafkin Executive vice president, business strategy 1 Nov 2008 Other 4029494
Ingrid Chan Hanson Chief compliance officer 1 Jan 2011 Other 5880826
Eric David Krawetz Director of finance and operations 1 Jan 2011 Other 5117218

Indirect Owners

The SEC currently registers 57 indirect owners.

Name Entity Date acquired Ownership Employer ID
Inc. ("Holdings") Cdc Ixis Asset Management Holdings Shareholder 1 Sep 1993 75% - 100% 04-3241308
Llc (Cdciam Holdings) (Formerly Nvest Holdings Inc.) Cdc Ixis Asset Managment Holdings Shareholder 1 Sep 1993 75% - 100% 04-3241308
L.P. (Cdciamna) Cdc Ixis Asset Managment North America Shareholder 1 Sep 1993 75% - 100% 04-3398261
Llc (Cdciam Holdings) Cdc Ixis Asset Management Holdings Shareholder 1 Sep 1993 75% - 100% 04-3241308
Llc (Ixis Am Holdings) Ixis Asset Management Holdings Shareholder 1 Sep 1993 75% - 100% 04-3241308
Lp ("Cdciam Na") Cdc Ixis Asset Management North America Shareholder 1 Aug 1994 75% - 100% 04-3398261
Llc (Ixis Am Holdings) Ixis Asset Management Holdings Shareholder 1 Aug 1994 75% - 100% 04-3561632
Llc (Ngam Holdings) Natixis Global Asset Management Holdings Shareholder 1 Aug 1994 75% - 100% 04-3561632
Llc (Ngam Holdings Llc) Natixis Global Asset Management Holdings Shareholder 1 Aug 1994 75% - 100% 04-3561632
Government Of France Supervisor 1 Oct 2000 75% - 100% 999999999
Caisse Des Depots Et Consignations ("Cdc") Shareholder 1 Oct 2000 75% - 100% 13-3759209
Cdc Ixis ("Cdc I") Shareholder 1 Oct 2000 50% - 75% 999999999
Cdc Ixis Asset Management S.A. ("Cdciam") Shareholder 1 Oct 2000 75% - 100% 999999999
Cdc Ixis Asset Management Us Corporation ("Cdciam Us") Limited partner 1 Oct 2000 75% - 100% 13-4146043
Llc ("Cdciam Llc") Cdc Ixis Asset Management Us General partner 1 Oct 2000 Other 13-4146162
Caisse Des Depots Et Consignations (Cdc) Shareholder 1 Oct 2000 25% - 50% 13-3759209
Cdc Finance Cdc Ixis (Cdc Ixis) Shareholder 1 Oct 2000 75% - 100% foreign entity
Cdc Ixis Asset Management (Cdciam) Shareholder 1 Oct 2000 75% - 100% foreign entity
Cdcam North America Corporation) Cdc Ixis Asset Management Us Corporation (Cdciam Us) (Formerly Limited partner 1 Oct 2000 75% - 100% 13-4146043
Cdcam North America Llc) Cdc Ixis Asset Management Us Llc (Cdciam Us Llc) (Formerly General partner 1 Oct 2000 Other 13-4146162
Cdc Ixis Asset Management Us Corporation (Cdciam Us) Limited partner 1 Oct 2000 75% - 100% 13-4146043
Cdc Ixis Asset Management Us Llc (Cdciam Us Llc) General partner 1 Oct 2000 Other 13-4146162
Ixis Asset Management (Ixis Am) Shareholder (common stock) 1 Oct 2000 75% - 100% foreign entity
Ixis Asset Management Us Corporation (Ixis Am Us) Limited partner 1 Oct 2000 75% - 100% 13-4146043
Ixis Asset Management Us Llc (Ixis Am Us Llc) General partner 1 Oct 2000 Other 13-4146162
Ixis Asset Management Us Corporation (Ixis Am Us Corp) Limited partner 1 Oct 2000 75% - 100% 13-4146043
Natixis Global Asset Management Corporation (Ngam Corp) Limited partner 1 Oct 2000 75% - 100% 13-4146043
Ngam Corp Member 1 Oct 2000 75% - 100% 13-4146043
Llc (Ngamllc) Natixis Asset Management General partner 1 Oct 2000 Other 13-4146162
Llc (Ngamllc) Natixis Global Asset Management General partner 1 Oct 2000 Other 13-4146162
Inc. (Nushi) Natixis U.S. Holdings Limited partner 1 Oct 2000 75% - 100% 13-4146043
Caisse Des Depots Et Consignations (Cdc) Shareholder 1 Jan 2002 50% - 75% 13-3759209
Caisse Nationale Des Caisses D'epargne (Cnce) Shareholder 1 Jan 2002 25% - 50% foreign entity
Eulia Shareholder 1 Jan 2002 50% - 75% foreign entity
Cdc Holding Finance Shareholder 1 Jan 2002 25% - 50% foreign entity
Cdc Finance Cdc Ixis (Cdc Ixis) Shareholder (series a) 1 Oct 2002 75% - 100% n/a
Caisse Nationale Des Caisses D'epargne (Cnce) Shareholder 1 Oct 2002 75% - 100% foreign entity
Caisse Nationale Des Caisses D'epargne (Cnce) Shareholder 1 Jun 2004 75% - 100% n/a
Ixis Asset Management Group (Ixis Am Group) Shareholder 1 Aug 2004 75% - 100% foreign entity
Natixis Global Asset Management (Ngam) Shareholder 1 Aug 2004 75% - 100% foreign entity
Cdc Finance Cdc Ixis (Cdc Ixis) Shareholder 1 Aug 2004 75% - 100% foreign entity
Caisse Nationale Des Caisses D'epargne (Cnce) Shareholder 1 Dec 2004 50% - 75% foreign entity
Ixis Asset Management Participations 1 (Ixis Amp1) Shareholder (common stock) 1 Jun 2005 75% - 100% foreign entity
Natixis Global Asset Management Participations 1 (Ngamp1) Shareholder (common stock) 1 Jun 2005 75% - 100% foreign entity
Ixis Asset Management Group Shareholder (series a preferred stock) 1 Sep 2006 75% - 100% foreign entity
Ngam Shareholder (series a preferred stock) 1 Sep 2006 75% - 100% foreign entity
Natixis Global Asset Management (Ngam) Shareholder (series a preferred stock) 1 Sep 2006 75% - 100% foreign entity
Natixis Global Asset Management Participations 1 (Ngamp1) Shareholder (series a preferred stock) 1 Sep 2006 75% - 100% foreign entity
Caisse Nationale Des Caisses D'epargne (Cnce) Shareholder 1 Nov 2006 25% - 50% foreign entity
Banque Federale Des Banques Populaires Sharholder 1 Nov 2006 25% - 50% foreign entity
Natixis Shareholder 1 Nov 2006 75% - 100% foreign entity
Nxbp 1 Shareholder 1 Jun 2007 75% - 100% foreign entity
Natixis Participations 1 (Np1) Shareholder 1 Jun 2007 75% - 100% foreign entity
Bpce Shareholder 1 Jul 2009 50% - 75% foreign entity
Khalid Ghayur Shareholder 1 Dec 2010 50% - 75% 5432000
Ronan Gerard Heaney Shareholder 1 Dec 2010 25% - 50% 5880801
Stephen Christopher Platt Shareholder 1 Dec 2010 25% - 50% 5655171

Based in Boulder

The principal office where Westpeak Global Advisors, L.P. performs its advisory services is located at 1470 Walnut Street, Boulder, CO 80302 5333, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 303-786-7700 or by fax 303-786-7411. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.westpeak.com.

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